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Clean Energy

Clean energy is electricity generated without burning fuel, and the equipment and projects that make it. Its economics have moved on from depending on subsidy to competing on cost, and the binding constraint has shifted from the generators to the grid that has to absorb them.

134 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
101
Macquarie Group
Macquarie Group
Australia
$173M +$8.12M 8 0.34% Increased
102
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$171M -$238K 22 0.53% Reduced
103
STRS Ohio
STRS Ohio
Ohio
$165M +$7.46M 14 0.73% Increased
104
Jennison Associates
Jennison Associates
New York
$163M -$20.4M 3 0.17% Reduced
105
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$158M -$4.07M 16 0.51% Reduced
106
Panagora Asset Management
Panagora Asset Management
Massachusetts
$154M -$24.1M 13 0.76% Reduced
107
Barclays
Barclays
United Kingdom
$152M +$27.5M 32 0.18% Increased
108
Two Sigma Advisers
Two Sigma Advisers
New York
$149M +$19.3M 19 1.78% Increased
109
Fred Alger Management
Fred Alger Management
New York
$148M -$69.6M 5 0.82% Reduced
110
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$147M -$91.4M 3 0.74% Reduced
111
Westfield Capital Management
Westfield Capital Management
Massachusetts
$147M -$9.48M 2 0.94% Reduced
112
Veritas Asset Management
Veritas Asset Management
United Kingdom
$147M $0 1 3.47% Maintained
113
Fisher Asset Management
Fisher Asset Management
Washington
$145M +$284K 4 0.36% Increased
114
Putnam Investments
Putnam Investments
Massachusetts
$143M -$3.63M 10 0.38% Reduced
115
Glenview Capital Management
Glenview Capital Management
New York
$141M +$24.2M 1 1.19% Increased
116
WCMNY
Westchester Capital Management (New York)
New York
$140M +$24.3M 2 2.52% Increased
117
John W. Bristol & Co
John W. Bristol & Co
New York
$139M -$10.1M 1 2.61% Reduced
118
Gabelli Funds
Gabelli Funds
New York
$139M +$2.16M 9 0.78% Increased
119
DnB Asset Management
DnB Asset Management
Norway
$139M +$68.7M 8 3.81% Increased
120
PHAM
Pacific Heights Asset Management
California
$134M -$50.9M 3 3.65% Reduced
121
SSM
Sound Shore Management
Connecticut
$133M -$1.67M 1 2.48% Reduced
122
Nomura Holdings
Nomura Holdings
Japan
$131M +$33M 17 0.79% Increased
123
Aristotle Capital Management
Aristotle Capital Management
California
$129M +$35.4M 2 2.59% Increased
124
Peconic Partners
Peconic Partners
New York
$128M +$945K 3 15.86% Increased
125
GTP
Global Thematic Partners
New York
$128M +$14.8M 3 1.96% Increased